Capital Analysts LLC’s Westlake Chemical Partners WLKP Stock Holding History

Capital Analysts LLC’s Portfolio WLKP Stock Details WLKP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-110	Closed	-$3K	–	1132
2022 Q2	$3K	Buy	+110	New	+$2.94K	﹤0.01%	932
2022 Q1	–	Sell	-106	Closed	-$3K	–	1039
2021 Q4	$3K	Buy	106 +2	+2%	+$50	﹤0.01%	946
2021 Q3	$3K	Buy	+104	New	+$2.72K	﹤0.01%	915

Other funds holding WLKP

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Analysts LLC's WLKP Position: Q3 2022 in Review

Capital Analysts LLC sold out of Westlake Chemical Partners (WLKP) in Q3 2022, closing a stake of 110 shares — an estimated $3K sold.

Capital Analysts LLC first reported a position in WLKP in Q3 2021 and held it in 3 quarters. The position peaked at $3K in Q2 2022. 52 funds tracked by Wall St. Rank hold WLKP as of Q3 2022.

Capital Analysts LLC reported no remaining Westlake Chemical Partners position as of Q3 2022 after selling out during the quarter.
Capital Analysts LLC sold 110 Westlake Chemical Partners shares in Q3 2022, an estimated $3K.
Capital Analysts LLC first reported a position in Westlake Chemical Partners in Q3 2021 and held it in 3 quarters.
Capital Analysts LLC's Westlake Chemical Partners position peaked at $3K in Q2 2022.
52 funds tracked by Wall St. Rank held Westlake Chemical Partners as of Q3 2022.

Based on Capital Analysts LLC's 13F filing for Q3 2022, filed 14 Nov 2022.